Clark Wealth Partners

Position in WRB — Berkley W R Corp

CIK 2107657 O'FALLON, IL

Position in WRB

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$6,911

+$615 QoQ

Shares Held

+3.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#861

of 947 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Clark Wealth Partners holds $99,695 across 7 Insurance - Property & Casualty names. WRB ranks #3 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	331	$72,306
2	CB	Chubb Ltd	24	$8,177
3	WRB	Berkley W R Corp This page	98	$6,911
4	ALL	Allstate Corp	21	$4,996
5	TRV	Travelers Companies, Inc.	14	$4,621
6	CINF	Cincinnati Financial Corp	9	$1,666
7	L	Loews Corp	9	$1,018

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,911	98	+3.2%	Shares	Sole	2026-07-28
2026-03-31	$6,296	95	-4.0%	Shares	Sole	2026-05-12
2025-12-31	$6,941	99	0.0%	Shares	Sole	2026-02-04
2025-09-30	$7,585	99	+4.2%	Shares	Sole	2026-02-04
2025-06-30	$6,979	95	-12.8%	Shares	Sole	2026-02-04
2025-03-31	$7,756	109	—	Shares	Sole	2026-02-04
No filing history on record for this holder in this stock.